← Tributary

Office IT & facilities — March 2024

Managed IT, telecom, and facilities for new offices.

149 firms opened this window in the March 2024 SEC roster: 122 new office, 27 relocation.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

55
VOYA FINANCIAL ADVISORS, INC. — added office(s): 299 -> 303 additional locations. IAPD ↗
$2.68B RAUM · 529 reps · 1-800-356-2906 · voyafinancialadvisors.com
55
AEGIS CAPITAL CORP. — added office(s): 19 -> 20 additional locations. IAPD ↗
$1.28B RAUM · 63 reps · 212-813-1010 · aegiscapcorp.com
55
NORTHEAST INVESTMENT MANAGEMENT INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.51B RAUM · 9 reps · 617-523-3588 · northeastinvest.com
55
TREK FINANCIAL — added office(s): 30 -> 32 additional locations. IAPD ↗
$1.88B RAUM · 52 reps · (480) 483-1510 · strategic-benefits.com
55
MISSION WEALTH MANAGEMENT, LP — added office(s): 31 -> 32 additional locations. IAPD ↗
$7.07B RAUM · 72 reps · 805-882-2360
55
NADLER FINANCIAL GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.61B RAUM · 13 reps · 847-940-4040 · nadlerfinancial.com
55
FINANCIAL INTEGRITY ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$13.71B RAUM · 3 reps · 215-557-7622 · firmadvisor.com
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 5 -> 7 additional locations. IAPD ↗
$1.07B RAUM · 31 reps · 410-363-7211
55
BROKERS FINANCIAL — added office(s): 120 -> 132 additional locations. IAPD ↗
$2.00B RAUM · 173 reps · 877-886-1939
55
DYNAMIC WEALTH ADVISORS — added office(s): 50 -> 54 additional locations. IAPD ↗
$4.83B RAUM · 76 reps · (877) 257-3840 · lifestonefo.com
55
MERIDIAN WEALTH MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.07B RAUM · 29 reps · 859-543-4516
55
OHANA ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.13B RAUM · 4 reps · 415-226-4710 · ohanaadvisors.com
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 23 -> 27 additional locations. IAPD ↗
$1.63B RAUM · 50 reps · 508-251-6100
55
STRATOS INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.14B RAUM · 2 reps · 4402104900 · fundamentuminvesting.com
55
MERIDIAN WEALTH PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.12B RAUM · 9 reps · 610-272-4700
55
WINTHROP WEALTH — added office(s): 10 -> 14 additional locations. IAPD ↗
$2.21B RAUM · 22 reps · 617-530-1010
55
LIBERTY ONE INVESTMENT MANAGEMENT — added office(s): 16 -> 18 additional locations. IAPD ↗
$1.97B RAUM · 18 reps · 847-680-9255
55
WEDMONT PRIVATE CAPITAL — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.58B RAUM · 6 reps · 6108858200
55
OCTAVIA WEALTH ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.44B RAUM · 28 reps · (513) 762-7701
55
NEW EDGE WEALTH — added office(s): 6 -> 11 additional locations. IAPD ↗
$8.61B RAUM · 62 reps · 2034242262 · newedgewealth.com
55
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — added office(s): 20 -> 25 additional locations. IAPD ↗
$5.77B RAUM · 38 reps · 512-600-5390
55
PALLAS CAPITAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
55
CORIENT — added office(s): 32 -> 33 additional locations. IAPD ↗
$94.62B RAUM · 457 reps · (305) 735-2020 · corient.com
53
&PARTNERS — added office(s): 6 -> 10 additional locations. IAPD ↗
$663.8M RAUM · 71 reps · 615-255-6431 · ensemblewealthplanning.com
53
CLEAN YIELD ASSET MANAGEMENT — added office(s): 1 -> 8 additional locations. IAPD ↗
$510.7M RAUM · 3 reps · 802-526-2525 · cleanyield.com
53
SEARCY FINANCIAL SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$377.9M RAUM · 7 reps · 913-814-3800
53
DHJJ FINANCIAL ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗
$463.9M RAUM · 8 reps · 630-420-1360 · dhjjfinancial.com
53
DENALI ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$493.4M RAUM · 11 reps · 858-558-3600 · denaliadvisors.com
53
DEW WEALTH MANAGEMENT — added office(s): 9 -> 10 additional locations. IAPD ↗
$293.9M RAUM · 21 reps · 480-614-9119
53
ALTAMONT CAPITAL MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$272.2M RAUM · 2 reps · 828-236-0610
53
LVZ, INC. — added office(s): 13 -> 14 additional locations. IAPD ↗
$874.6M RAUM · 18 reps · 616-394-4994 · tlpfg.com
53
SYMPHONY FINANCIAL SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$344.3M RAUM · 9 reps · 330-434-2000
53
PKS ADVISORY SERVICES, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
$725.2M RAUM · 34 reps · (518) 426-5791 · themacalusogroup.com
53
EDGE FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$362.4M RAUM · 6 reps · 630-221-1000
53
OLD MISSION INVESTMENT COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$679.5M RAUM · 6 reps · 231-929-4100 · omico.net
53
PEACHTREE INVESTMENT PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$265.0M RAUM · 2 reps · 404-226-2728 · peachtreeinvestmentpartners.com
53
PARADIGM WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$347.9M RAUM · 6 reps · 440-892-5900 · investpwm.com
53
LAIDLAW WEALTH MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$530.4M RAUM · 11 reps · 212-953-4951
53
FIRST FINANCIAL COACHING, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$254.7M RAUM · 8 reps · 586-463-1880 · firstfinancialcoach.com
53
SENSIBLE MONEY, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$515.5M RAUM · 10 reps · 480-719-7290
53
WEALTHSTAR ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$671.5M RAUM · 10 reps · 972-372-2935
53
GARRISON POINT CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$853.9M RAUM · 3 reps · 415-887-1410 · garpc.com
53
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 19 -> 22 additional locations. IAPD ↗
$677.1M RAUM · 25 reps · (312) 667-1750 · optfinancialstrategies.com
53
MASCOMA WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$435.3M RAUM · 8 reps · 603-676-8813 · mascomabank.com
53
R2 WEALTH MANAGEMENT PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$308.6M RAUM · 5 reps · 402-489-9375
53
ALMANACK INVESTMENT PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗
$772.5M RAUM · 13 reps · 484-580-2277
53
SFG WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$556.3M RAUM · 15 reps · 410-825-3200
53
FORTEM FINANCIAL GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$394.8M RAUM · 5 reps · 760-206-8500
53
O'BOYLE WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$312.4M RAUM · 6 reps · 310-601-7075 · oboylewm.com
53
ATTICUS WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$370.1M RAUM · 7 reps · 404-907-1899 · atticuswm.com
53
MAG CAP — added office(s): 3 -> 4 additional locations. IAPD ↗
$884.2M RAUM · 10 reps · 601-362-5872
53
LGG FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$492.7M RAUM · 2 reps · 301-312-6660 · lggfinancial.com
53
BOOKENDS FINANCIAL PLANNING — added office(s): 2 -> 3 additional locations. IAPD ↗
$254.1M RAUM · 3 reps · 317-859-2502
53
WR WEALTH PLANNERS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$482.2M RAUM · 15 reps · 573-875-3939 · wrwealth.com
53
SAFEGUARD WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$338.5M RAUM · 6 reps · 920-544-0576 · safeguardinvest.com
53
THE INVICTUS COLLECTIVE, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$308.5M RAUM · 4 reps · (866) 636-3468 · theinvictuscollective.com
53
EDGEROCK WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$325.1M RAUM · 9 reps · 303.780.7350
53
HOLISTIC PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$251.8M RAUM · 5 reps · (936) 800-0800
53
DOWNTOWN WEALTH STUDIOS, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$747.2M RAUM · 4 reps · 888-240-2737 · dtwn.co
53
JPL WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$300.0M RAUM · 3 reps · 303-529-3637 · jplwm.com
50
LEEB CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$92.2M RAUM · 3 reps · 212-653-1504 · leeb.net
50
OCEAN PARK ASSET MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$146.8M RAUM · 8 reps · 310-452-1887
50
MOLER CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$158.6M RAUM · 2 reps · 949-748-3993 · molercapital.com
50
CHERRY CREEK INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$207.5M RAUM · 2 reps · 303-320-5774 · cherrycreekinvestmentadvisors.com
50
LYON CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$86.0M RAUM · 3 reps · 585-248-9821
50
INTEGRA FINANCIAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$123.1M RAUM · 4 reps · 303-220-5525 · integrafinancial.ws
50
YARDLEY WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$147.2M RAUM · 2 reps · 267-573-1019
50
FINANCIAL NAVIGATORS INC. — added office(s): 5 -> 7 additional locations. IAPD ↗
$182.2M RAUM · 6 reps · 978-952-6800
50
BILL LOSEY RETIREMENT SOLUTIONS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$38.3M RAUM · 1 reps · 518-855-4065 · billlosey.com
50
HIGHLAND INVESTMENT ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$239.2M RAUM · 7 reps · 414-755-2309 · highlandinvestmentadvisors.com
50
FOUR PONDS FINANCIAL PLANNING — added office(s): 4 -> 5 additional locations. IAPD ↗
$150.2M RAUM · 4 reps · 888-285-7705
50
KEEN CAPITAL, LTD — added office(s): 1 -> 2 additional locations. IAPD ↗
$144.2M RAUM · 3 reps · 803-941-4444 · coreadvisors.com
50
TONY WALKER FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$239.3M RAUM · 4 reps · 270-843-9380 · 3personalities.com
50
TURNER CAPITAL INVESTMENTS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$106.9M RAUM · 2 reps · 855-678-8200
50
ARCHER INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$229.6M RAUM · 2 reps · 800-840-5946
50
SUMMIT PLACE FINANCIAL ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$238.5M RAUM · 3 reps · 908-517-5880
50
BELLWETHER INVESTMENT GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$123.7M RAUM · 6 reps · 423-698-6256 · focuspointfinancial.com
50
LIONSBRIDGE WEALTH MANAGEMENT LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$128.9M RAUM · 3 reps · 904-897-0390 · lbwm.net
50
SIERRA WEALTH GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$133.3M RAUM · 5 reps · 760-918-0304 · sierrawg.com
50
CRESCENT FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$159.7M RAUM · 2 reps · (864) 888-2666
50
FINSYM PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$136.2M RAUM · 2 reps · 206-510-9234 · finsymllc.com
50
ALLOS INVESTMENT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$51.3M RAUM · 7 reps · 913-948-7788
50
INVARIANT INVESTMENT MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$91.7M RAUM · 6 reps · (717) 317-9006
50
MFA WEALTH SERVICES — added office(s): 0 -> 1 additional locations. IAPD ↗
$224.1M RAUM · 3 reps · 833-496-5474 · mfaws.com
50
OPULEN FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$114.5M RAUM · 1 reps · 571-299-2053
50
LAKEWOOD ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$208.4M RAUM · 4 reps · 312-543-1772 · lakewoodasset.com
50
PROTA FINANCIAL — added office(s): 0 -> 15 additional locations. IAPD ↗
$182.0M RAUM · 12 reps · 713-568-8171
50
XYPN INVEST — added office(s): 2 -> 6 additional locations. IAPD ↗
$101.3M RAUM · 3 reps · (360) 301-7579 · newleaffinancialguidance.com
50
MARATHON WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$119.6M RAUM · 1 reps · (631) 760-8385 · marathonwealth.net
50
ROCKPORT WEALTH ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$123.0M RAUM · 9 reps · (216) 226-4560
50
4J WEALTH MANAGEMENT, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$245.0M RAUM · 3 reps · (703) 566-9573
50
PORTUS WEALTH ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$136.6M RAUM · 3 reps · 704-936-0084
50
SINCERUS ADVISORY — added office(s): 0 -> 4 additional locations. IAPD ↗
$155.6M RAUM · 3 reps · (212) 203-7376
50
ARGUS EQUITY PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$39.6M RAUM · 1 reps · 716-838-5504 · aep-ria.com
50
TAPP ENGINE ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 617-221-6545 · tappengine.com
50
GILPIN WEALTH MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$171.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
50
ILLUMINE INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$188.7M RAUM · 4 reps · 424-322-7500
50
EXCELSIOR — added office(s): 0 -> 1 additional locations. IAPD ↗
$15.2M RAUM · 2 reps · 516-765-7400 · excelsiorim.com
50
SAGE ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$147.7M RAUM · 4 reps · 317-363-6204
50
PREMIER PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$237.2M RAUM · 3 reps · 615-777-2125
50
ADOLOS ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$169.5M RAUM · 2 reps · 3368171604 · adolosassetmanagement.com
50
AMERITY WEALTH MANAGEMENT, LLC — added office(s): 5 -> 12 additional locations. IAPD ↗
$141.0M RAUM · 14 reps · (863) 683-1750 · ameritywm.com
50
ENCOMPASS MORE ASSET MANAGEMENT LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$228.5M RAUM · 43 reps · 925-272-8850 · encompassmore.com
50
POLARIS INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$171.5M RAUM · 2 reps · (508) 481-2299 · polarisadv.com
50
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$237.5M RAUM · 3 reps · 626-689-7181 · williamsnovakwm.com
50
DIAZO, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$132.7M RAUM · 3 reps · 702-745-1800
50
MARIDEA WEALTH MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 4 reps · 269-598-0939 · marideawealth.com
50
STONEBRIDGE WEALTH SYSTEMS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$102.0M RAUM · 6 reps · 308-698-0144 · stonebridgeiwm.com
50
CAPITAL A WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$149.2M RAUM · 8 reps · 724-658-4211
50
CORAL REEF ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 312-218-7031
50
SOVRAN ADVISORS, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$0 RAUM · 2 reps · 619-281-9890 · sovranadvisors.com
50
TRIAD ADVISORS, LLC — moved its main office from NORCROSS, GA to ATLANTA, GA. IAPD ↗
$2.25B RAUM · 86 reps · 800-720-4003 · triad-advisors.com
50
FOUNDRY PARTNERS, LLC — moved its main office from MINNEAPOLIS, MN to CLEVELAND, OH. IAPD ↗
$1.75B RAUM · 10 reps · 612-376-2800 · foundrypartnersllc.com
50
TRIAD HYBRID SOLUTIONS — moved its main office from NORCROSS, GA to ATLANTA, GA. IAPD ↗
$4.63B RAUM · 119 reps · 866-580-8219 · servetwealth.com
48
COSNER FINANCIAL GROUP, LLC — moved its main office from FORT COLLINS, CO to WINDSOR, CO. IAPD ↗
$272.9M RAUM · 5 reps · (970) 482-3922 · cosnerfinancialgroup.com
48
GARRISON POINT CAPITAL, LLC — moved its main office from WALNUT CREEK, CA to SAN FRANCISCO, CA. IAPD ↗
$853.9M RAUM · 3 reps · 415-887-1410 · garpc.com
48
PEAK PLANNING GROUP, LLC — moved its main office from DENVER, CO to CENTENNIAL, CO. IAPD ↗
$272.2M RAUM · 3 reps · 303-991-0056 · peakplan.com
48
CRESTMONT PRIVATE WEALTH LLC — moved its main office from HOUSTON, TX to BOERNE, TX. IAPD ↗
$256.7M RAUM · 5 reps · 832-280-5288 · crestmontpw.com
48
OLIVER WEALTH MANAGEMENT — moved its main office from BOCA RATON, FL to TOWSON, MD. IAPD ↗
$290.0M RAUM · 4 reps · (410) 343-7125 · oliverwealth.com
45
GPM GROWTH INVESTORS, INC. — moved its main office from FARMINGTON HILLS, MI to BLOOMFIELD HILLS, MI. IAPD ↗
$226.5M RAUM · 5 reps · 248-865-0518
45
CONCORDE FINANCIAL RESOURCES — moved its main office from NORTH WILKESBORO, NC to WILKESBORO, NC. IAPD ↗
$173.8M RAUM · 2 reps · 336-838-4100 · concordefinancialresources.com
45
WMS ADVISORS, LLC — moved its main office from ROCKVILLE, MD to CHARLOTTE, NC. IAPD ↗
$196.1M RAUM · 5 reps · 301-294-7804
45
GRAND SLAM ASSET MANAGEMENT, LLC — moved its main office from FORT LEE, NJ to ENGLEWOOD CLIFFS, NJ. IAPD ↗
$30.9M RAUM · 2 reps · 2013464335 · gslamcap.com
45
PATHWISE — moved its main office from PLEASANT HILL, CA to WALNUT CREEK, CA. IAPD ↗
$162.5M RAUM · 2 reps · 925-939-5607 · pathwise.co
45
COSTELLO FINANCIAL PLANNING, INC. — moved its main office from BEND, OR to ARLINGTON HEIGHTS, IL. IAPD ↗
$139.8M RAUM · 2 reps · 847-508-6999
45
TRADEWAY — moved its main office from IRVING, TX to MEXIA, TX. IAPD ↗
$53.4M RAUM · 11 reps · 877-777-0703 · tradeway.com
45
GK WEALTH MANAGEMENT LLC — moved its main office from RENO, NV to RENO, GA. IAPD ↗
$150.7M RAUM · 2 reps · 775-354-6622
45
HARON CAPITAL MANAGEMENT, LLC — moved its main office from NEW YORK, NY to COCOA BEACH, FL. IAPD ↗
$42.2M RAUM · 2 reps · 646-965-6700
45
PALATINE HILL WEALTH MANAGEMENT — moved its main office from ANN ARBOR, MI to BIRMINGHAM, MI. IAPD ↗
$189.1M RAUM · 4 reps · 734-218-0085 · palatinehillwealth.com
45
KAPSTONE FINANCIAL ADVISORS LLC — moved its main office from LEBENON, OH to LEBANON, OH. IAPD ↗
$204.8M RAUM · 3 reps · (937) 751-1000 · kapstoneadvisors.com
45
CANOPY PARTNERS — moved its main office from TERRACE PARK, OH to CINCINNATI, OH. IAPD ↗
$104.8M RAUM · 1 reps · 5134042604 · canopyfamilyoffice.com
45
SOVRAN ADVISORS, LLC — moved its main office from LA MESA, CA to SAN DIEGO, CA. IAPD ↗
$0 RAUM · 2 reps · 619-281-9890 · sovranadvisors.com
45
OMNICAP GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$3.93B RAUM · 4 reps · 310-318-3091 · omnicap.net
45
MONASHEE INVESTMENT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$2.25B RAUM · 11 reps · 617-671-0048 · monasheecap.com
45
FOREST CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$2.03B RAUM · 7 reps · 312-809-6010
45
HOLBROOK HOLDINGS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$1.55B RAUM · 2 reps · 678-400-3980 · holbrookholdings.com
40
VISTA EQUITY PARTNERS MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$103.80B RAUM · 220 reps · 415-765-6500
40
MONARCH PLAN ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 6 reps · (818) 444-0376 · monarchcorpadvisors.com
40
ASPIRE STRATEGIST PORTFOLIOS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$44,069 RAUM · 2 reps · 212 292 3177
35
FCCI CONSULTING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$170.8M RAUM · 2 reps · 516-765-7400
35
AEREF MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$25.8M RAUM · 20 reps · (212) 721-5500
35
C CUBED CAPITAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$187.5M RAUM · 5 reps · 561-576-9145 · ccubedcapitalpartners.com
35
PPB ADVISORS, LLC — moved its main office from CONSHOHOCKEN, PA to WEST CONSHOHOCKEN, PA. IAPD ↗fund
$2.31B RAUM · 0 reps · 484.278.4017 · ppbadvisors.com
35
TOMALES BAY CAPITAL — moved its main office from LAS VEGAS, NV to DALLAS, TX. IAPD ↗fund
$1.85B RAUM · 3 reps · (415) 723-0608 · tomalesbaycapital.com
35
IDX ADVISORS — moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ. IAPD ↗institutional
$42.2M RAUM · 4 reps · 800-403-4349 · idx-us.com
33
LEGALIST — moved its main office from STATELINE, NV to SAN FRANCISCO, CA. IAPD ↗fund
$819.7M RAUM · 13 reps · 415-570-7878
33
HERCULES ADVISER LLC — moved its main office from PALO ALTO, CA to SAN MATEO, CA. IAPD ↗fund
$826.1M RAUM · 2 reps · 650-289-3060
30
BENGAL ASSET MANAGEMENT, LLC — moved its main office from BURLINGAME, CA to SANTA MONICA, CA. IAPD ↗fund
$203.3M RAUM · 3 reps · 310-237-6608 · bengalassetmanagement.com
20
ECHELON PARTNERS USA INC. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$20.3M RAUM · 6 reps · 416-572-5523 · echelonpartnersusa.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.